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  • iPad Distribution Expands, Impact Small for Apple’s Stock [View article]
    Thanks for your comments.

    We updated our estimates a few weeks back to around 12.5 million iPads for 2010 and 20 million for 2011. This is our analyst's forecast that will get updated as more data become available.

    GSlusher,
    You're probably right that these are conservative estimates. Feel free to modify the charts above with your own forecast to gauge the price sensitivity. Thanks again.
    Nov 30, 2010. 02:14 PM | Likes Like |Link to Comment
  • Can Apple Sell 28 Million iPads Next Year? [View article]
    Clarification regarding Trefis iPad Unit Sales Forecast:

    The "4 million iPad unit sales in 2010" mentioned in the Trefis article "Apple iPad Not Hurting Mac Sales" (link below) published August 25, 2010 was an editorial mistake at the time and does not represent a change in the Trefis forecast since publication of that article.

    seekingalpha.com/artic...

    You can verify this by comparing to the iPad forecast shown (10 million in 2010) in an article we published earlier (August 6, 2010) on our own site: "Modest Upside to Apple from Higher iPad Sales" (link below)

    www.trefis.com/company...#

    We do apologize for the editorial mistake in the original August 25th article. It was not our intent to mislead.

    In comparison, in February 2010, we did have expectations for 4 million iPad unit sales in 2010. This forecast was made in advance of the iPad release (April 2010) and was later revised based on indications of strong iPad sales. You can verify this also based on the link below.

    www.trefis.com/article...

    Ultimately, our intent is to give you the tools to make create and share your own forecast. For those who feel we're still conservative on iPad sales, you're welcome to create and share your own analysis on Trefis.
    Sep 14, 2010. 04:01 PM | 1 Like Like |Link to Comment
  • Apple iPad Not Hurting Mac Sales [View article]
    We had requested the correction from Seeking Alpha on August 25th. We have limited control over Seeking Alpha's editorial policy and have requested that the change be further clarified.

    Furthermore, the change reflects an editorial mistake at the time and does not represent a change in the Trefis forecast since publication of that article.

    You can verify this by comparing to the iPad forecast shown (10 million in 2010) in an article we published earlier (August 6, 2010) on our own site: "Modest Upside to Apple from Higher iPad Sales" (link below)

    www.trefis.com/company...#

    We do apologize for the editorial mistake in the original August 25th article. It was not our intent to mislead.

    In comparison, in February 2010, we did have expectations for 4 million iPad unit sales in 2010. This forecast was made in advance of the iPad release (April 2010) and was later revised based on indications of strong iPad sales. You can verify this also based on the link below.

    www.trefis.com/article...
    Sep 14, 2010. 04:00 PM | Likes Like |Link to Comment
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